Jan. 31, 2025

More Than Money Part 2, A Candid Conversation About Vestia's Values

Show Notes

Welcome back to another episode of the Doctor’s Eyes Only podcast! In this follow-up to last week’s episode, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP® and Partner and Chief Development Officer Forrest Friedow, dive deep in the five core values that guide Vestia’s mission to help physicians achieve Wealth That Matters®.

Lauren and Forrest break down how Vestia’s values aren’t just words on a wall—they are the foundation for how the team serves doctors, supports each other, and fosters financial success for physicians.

In this episode, they explore:
- Give A Surplus – Why going the extra mile is essential in physician-focused financial planning.
- Never Let Them Guess – The power of clear, proactive communication (including how Radical Candor has transformed the way Vestia operates).
- Raise Your Hand – How stepping outside your comfort zone leads to professional and personal growth.
- Model Wealth That Matters® – Why the best financial advisors lead by example, prioritizing time and relationships over money.
- Fly the V Formation – The importance of teamwork, collaboration, and lifting each other up to go further together.

If don’t already, make sure you:

- Subscribe to Doctor’s Eyes Only for expert financial insights tailored to physicians.
- Share this episode with a doctor who could benefit from values-driven financial advice.
- Contact the Vestia Team at myteam@vestia.com to learn how we help doctors achieve Wealth That Matters®.

00:00 Introduction to Vestia's Mission

09:43 Core Values of Vestia

9:65 Value 1: Give a Surplus

16:30 Value 2: Never Let Them Guess

21:30 Value 3: Raise Your Hand

30:01 Value 4: Model Wealth That Matters

38:36 Value 5: Fly the V Formation